Rooms and equipment are essential for service calendars, letting you account for the spaces and tools needed to complete an appointment. You can create and manage them directly in the CRM and connect them to whichever booking calendars require them, helping you stay organised and avoid double bookings. Here's how to get started.

To begin, head to your Calendar Settings inside the Calendars section.

Creating a Room

Select the Rooms tab and click "+ Create Room". Rooms represent any location needed for your service, such as a massage room, salon chair, or workout area.

Adding the Room Details

  1. Name: Give a name that helps you easily identify the room. This will be used for your team and customers alike.
  2. Description: Adding a description helps identify what this room is for, but this is optional.
  3. Total Capacity: This will limit the appointments that can be booked in a time slot for a room. For example, if the space can hold up to three clients at once here's where you'd add that information.
  4. Select Calendar: Use this drop-down menu to link your rooms to their service calendar.

When you are done making the changes, hit the "Create" button. You can use the "Cancel" button to go back.

Creating Equipment

Select the Equipment tab and click "+ Create Equipment". Equipment can be any tool, device, or machine you use to deliver your services.

Adding the Equipment Details

  1. Name: Give a name that helps you easily identify the room. This will be used for your team and customers alike.
  2. Description: Adding a description helps identify what this room is for, but this is optional.
  3. Total Quantity: This is the total units of this equipment you have available, functional or not.
  4. Out-of-service Quantity: This is the total number of units of this equipment that are currently out of order, whether it be in need of repair, or out of service.
  5. Select Calendar: Use this drop-down menu to link your equipment to its service calendar.

When you are done making the changes, hit the "Create" button. You can use the "Cancel" button to go back.

Managing Rooms & Equipment

Once you've created your room or equipment, you can select it when creating or editing a calendar and will see it listed in its respective tab.

Click the three dots icon under Action Dropdown to change a room or equipment. There you can select between:

  • Edit: To make changes to the Room or Equipment.
  • Disable Equipment: To change its status, and remove it from calendars.
  • Delete: To permanently remove the Room or Equipment from your options.

Once you're happy with your rooms and equipment, you can add them to your service calendar and organise your appointments efficiently within the CRM. For more information on configuring your calendar, check the article "Service Calendar".